Kaizen Compounder

Yamoto Mori
Compounding patience from Tokyo. Twenty years inside finance.
Kaizen Compounder —

[Kaizen Compounder @kaizencompound]

7/
I've come to think investing, done well, is mostly a practice of learning what does NOT require attention.
Each "no" to a check is a small deposit in the interval.
Over years, those deposits compound into something that looks, from the outside, like patience.
Full essay:
https://t.co/J5L46A0lyE

[Kaizen Compounder @kaizencompound]

1/
In my late twenties, I checked my portfolio 41 times in a single day.
The market was rising. My positions were fine. The screen wasn't asking for anything.
The 42nd check was the one I stopped.
A thread on what I actually spent those 41 checks on —

[Kaizen Compounder @kaizencompound]

41 Portfolio Checks: What Attention Actually Costs https://t.co/BSuIQYEIFc

[Kaizen Compounder @kaizencompound]

6/
Investors who build real wealth over decades have long Ma. They check once a quarter, once a year. The looking is deliberate and short. Between lookings, the asset is allowed to become what it's trying to become.
Short Ma compounds anxiety, not return.

[Kaizen Compounder @kaizencompound]

41 Portfolio Checks: What Attention Actually Costs https://t.co/BSuIQYEIFc

[Kaizen Compounder @kaizencompound]

People picture a loud floor when they hear "fifteen years in finance."
Mine was quiet. The only sound was the rotation of minds.
I came to suspect the point was never accumulation.
https://t.co/pkTi78YCmY